Grow the Existing to Bank (ETB) SME base of retail community businesses (Sole Prop, Partnerships, or Sdn Bhds with Annual Sales Turnover (AST) of below RM10m to grow product holdings and profitability
Responsible for promoting and marketing a wide range of banking products and services, including unit trusts, insurance, treasury investments, cards, deposits, and other retail banking products to potential clients.
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road shows and any other sales activities to achieve sales targets.
Oversee the organization, planning and coordination of sales & marketing activities such as new fund briefings, market update sessions and/or client seminars in order to support the Institutional Unit Trust Adviser (IUTA) distribution channels.